AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.59B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,940
New
Increased
Reduced
Closed

Top Buys

1
+$94.8M
2
+$22.1M
3
+$21.9M
4
BERY
Berry Global Group, Inc.
BERY
+$19.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.9M

Top Sells

1
+$23.4M
2
+$21M
3
+$15.9M
4
DBD
Diebold Nixdorf Incorporated
DBD
+$11.8M
5
VZ icon
Verizon
VZ
+$11.4M

Sector Composition

1 Consumer Discretionary 13.73%
2 Industrials 12.71%
3 Financials 11.96%
4 Technology 10.62%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
– –
-25
1727
$0 ﹤0.01%
+4
1728
– –
-1,378
1729
– –
-1,290
1730
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-63,000
1731
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-14
1732
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-23
1733
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-1,000
1734
$0 ﹤0.01%
+8
1735
– –
-29,660
1736
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-33
1737
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-1
1738
– –
0
1739
– –
-570
1740
– –
-33,330
1741
– –
-1
1742
$0 ﹤0.01%
+11
1743
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-55
1744
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-30
1745
$0 ﹤0.01%
9
-1,161
1746
– –
0
1747
– –
-10
1748
– –
0
1749
$0 ﹤0.01%
+2
1750
– –
-1,317
67 68 69
70
71